The Bull Market's Next Move: Growth, Inflation & Tech Stocks | Sam Burns

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com. Eric Chemi sits down with Sam Burns of Mill Street Research, to delve into the intricacies of the current economic landscape. Sam shares his valuable insights on a range of topics including the future of the bull market, the impact of inflation and interest rates on investments, and the potential for growth in tech stocks. Whether you're an experienced investor or just starting out, Sam's analysis offers a unique perspective on where the markets are headed and how to position yourself for success. TIMESTAMPS: 2:47 - The 'TINA' Factor in Investment 5:09 - Federal Reserve Policies in 2024 7:02 - Investor Risk Appetite and Market Trends 10:13 - Analyzing US Fiscal Policy and Global Impact 12:23 - US vs Non-US Equities:14:03 - Large Cap Tech Stocks 16:27 - Valuing Tech Giants: When is it Too Expensive? 19:23 - The Role of Small Caps in Investment Strategy 20:55 - Predictions for Commodity Markets in 2024 23:16 - The Chinese Economic Dilemma 26:31 - Structural Differences in Global Economies 30:59 - Sam Burns' Journey to Mill Street Research 34:06 - Challenges in Modern Investment Research 37:34 - Avoiding the Hype: Sound Investment Strategies 40:24 - Media Influence on Financial Sentiment 42:03 - Global Economic Crisis: Lessons for the US 44:00 - Political and Economic Stability in Investment 47:48 - Balancing Clicks vs. Investment Accuracy 49:42 - Mill Street Research: A Resource for Investors 51:27 - Closing Remarks and Additional Resources Learn more about your ad choices. Visit megaphone.fm/adchoices